Your total retirement blog

Get news updates and commentary from financial professionals and leaders on markets, trends, total retirement solutions and more.


    How to help widows navigate a new reality

    When a client or employee loses a spouse, they lose a lot more than a mate or partner; they may also lose a sense of themselves and their hopes for the future. If they’re not careful, they could also lose a lot of money.

    September 20, 2023 | 3 min read


    Retirement readiness: Combining sources for a sustainable income

    Diversification is a common investment strategy for many. Not only are workers encouraged to diversify within a portfolio, many will need to rely on a diverse range of income sources in retirement.

    September 13, 2023 | 4 min read


    How defined benefit plans supercharge the powers of retirement benefit offerings

    High-income owners of small and mid-sized businesses often face challenges maximizing their own retirement plan contributions while also affordably covering contributions to employee retirement benefits.

    August 16, 2023 | 3 min read

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    Considerations before including cryptocurrency in employee benefit plans

    Cryptocurrency has been a hot topic in the news and popular among some younger DIY investors. But should this relatively new type of investment be part of employee benefits packages?

    August 09, 2023 | 2 min read


    Top 7 ways a financial pro can add value to help build a secure retirement

    The world of finance is constantly evolving, and technological advances have changed the way many individuals are saving, investing and planning for retirement. Digital tools and calculators, e-learning, automation options and a vast array of software applications are at the fingertips of practically every plan participant with internet access.

    August 02, 2023 | 4 min read


    How the DOL’s final rule on ESG impacts ERISA plan fiduciaries

    Consideration of environmental social governance (ESG) factors in investment decision-making for ERISA retirement plans has been a contested issue for several decades. Various presidential administrations have sought guidance from the Department of Labor (DOL) about how — or if — ERISA plan fiduciaries should value ESG components.

    July 19, 2023 | 3 min read


    The role of stable value funds in a diversified 401(k) portfolio

    When plan sponsors and financial professionals choose plan investment options, their aim is to provide all participants with choices that are appropriate for their retirement savings objectives, while acknowledging that different people’s objectives are likely to vary widely.

    July 12, 2023 | 3 min read


    7 ways to find business & grow your practice this summer

    Summertime and the livin’ is easy. The famed first line from the opening song of Gershwin’s Porgy and Bess likely describes what business feels like for financial professionals as the summer season hits.

    June 08, 2023 | 4 min read


    Who do Americans trust for financial advice? The answers may surprise you

    Many Americans find it a challenge to build a more financially secure future due to higher inflation, rising interest rates and volatile market conditions. And many are, in fact, struggling to grow their wealth. The U.S. median real household income fell 2.9% between 2019 and 2020.1

    May 17, 2023 | 3 min read